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Issuer
Defiance
Inception Date
Jun 23, 2025
Region
North America (United States)
Leveraged
2x
Distribution Policy
Distributing
Asset Class
Equity
Assets Under Management
$14M

Share Price Chart


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Performance

SOUX Performance Chart

Defiance Daily Target 2X Long SOUN ETF (SOUX) is down 67.1% since the beginning of the year. SOUX is currently trading at $14 per share.


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S&P 500 Index

Returns By Period


Defiance Daily Target 2X Long SOUN ETF

1D
4.02%
1M
-28.93%
YTD
-67.13%
6M
-73.95%
1Y
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
0.00%
1M
-0.71%
YTD
8.39%
6M
8.57%
1Y
24.33%
3Y*
18.94%
5Y*
12.24%
10Y*
13.54%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SOUX Monthly Returns History

Based on dividend-adjusted daily data since Jun 24, 2025, SOUX's average daily return is -0.17%, while the average monthly return is -5.85%.

Historically, 46% of months were positive and 54% were negative. The best month was Sep 2025 with a return of +43.4%, while the worst month was Nov 2025 at -57.4%. The longest winning streak lasted 3 consecutive months, and the longest losing streak was 5 months.

On a daily basis, SOUX closed higher 41% of trading days. The best single day was Aug 8, 2025 with a return of +51.2%, while the worst single day was Nov 4, 2025 at -23.4%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-32.66%-4.50%-41.47%26.18%17.27%-40.99%-67.13%
202515.17%-13.53%40.07%43.38%9.10%-57.37%-36.71%-41.14%

Benchmark Metrics

Defiance Daily Target 2X Long SOUN ETF has an annualized alpha of -83.11%, beta of 6.20, and R2 of 0.23 versus S&P 500 Index. Calculated based on daily prices since June 24, 2025.

  • This ETF participated in 450.34% of S&P 500 Index downside but only -20.33% of its upside - more exposed to losses than it benefited from rallies.
  • R2 of 0.23 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
-83.11%
Beta
6.20
0.23
Upside Capture
-20.33%
Downside Capture
450.34%

Expense Ratio

SOUX has a high expense ratio of 1.29%, indicating above-average management fees.


Return for Risk

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Defiance Daily Target 2X Long SOUN ETF (SOUX) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


SOUXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.35

Calmar ratioReturn relative to maximum drawdown

2.66

Martin ratioReturn relative to average drawdown

11.86

Dividends

Dividend History

Defiance Daily Target 2X Long SOUN ETF provided a 61.74% dividend yield over the last twelve months, with an annual payout of $8.84 per share.


20.29%$0.00$2.00$4.00$6.00$8.002025
Dividends
Dividend Yield
PeriodTTM2025
Dividend$8.84$8.84

Dividend yield

61.74%20.29%

Monthly Dividends

The table displays the monthly dividend distributions for Defiance Daily Target 2X Long SOUN ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2025$8.84$8.84

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Defiance Daily Target 2X Long SOUN ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Defiance Daily Target 2X Long SOUN ETF was 95.03%, occurring on Mar 27, 2026. The portfolio has not yet recovered.

The current Defiance Daily Target 2X Long SOUN ETF drawdown is 94.20%.


Related event

Drawdown

Fall

Recovery

Underwater

2026 bear market2026
-95.03%Mar 2026
5mo 12d
8mo 9dOct 2025 - now
2025 bear market2025
-49.61%Aug 2025
12d26d
1mo 8dAug 2025 - Sep 2025
2025 bear market2025
-41.24%Aug 2025
22d10d
1mo 2dJul 2025 - Aug 2025
2025 bear market2025
-25.46%Sep 2025
5d9d
14dSep 2025 - Oct 2025
2025 correction2025
-17.19%Oct 2025
1d3d
4dOct 2025 - Oct 2025

Drawdown Indicators


SOUXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-95.03%

-56.78%

-38.25%

Max Drawdown (1Y)

Largest decline over 1 year

-9.10%

Max Drawdown (3Y)

Largest decline over 3 years

-18.90%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-94.20%

-2.49%

-91.71%

Average Drawdown

Average peak-to-trough decline

-60.84%

-10.72%

-50.12%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.03%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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